Equity Transaction Management Ops Analyst

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Job Description:

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

• The team primarily supports the Equity business within Global Markets (High-Touch, Electronic, Portfolio, Convertible Bond, Capital Markets, Derivatives and more). This team can be categorized as post-execution transaction management and is responsible for the internal allocation kicking off the settlement process within the lifecycle of a trade.
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
• Provides internal and external operational support of our stakeholders.
• Provide clients institutional processing services for day to day equity transactions done with BOFAS.
• Professionally support challenging stakeholders internally and externally(clients-investment manager, hedge fund services, brokers).
• Associate is dedicated to optimized identify and optimize performance related to channel management for cash equity business (Allocation, Affirmation and Settlement).

Required Qualifications:

• 1 year customer facing experience
• Experience with financial markets
• Strong Communication Skills
• Problem Solving Skills

Desired Qualifications:

• 2 year financial services experience

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation